Apple April 8, 2019
Whereas Apple’s other recent service announcements are in well-trodden ground, the company “has the potential to lead digital disruption” with healthcare, Morgan Stanley analysts claimed on Monday.
“The central investor debate on the stock is whether Apple can better monetize its 1.4 billion-device installed base in an increasingly crowded mobile services market,” the firm said in a research report. “Healthcare is both large – $3.5 trillion addressable US market – and nascent in its digital transformation. So, unlike recent announcements on news, gaming, video, and payments, where Apple is joining existing competitors, healthcare is a market where Apple has the potential to lead digital disruption – much like what iTunes did for music or the App Store for mobile services.”
Today's Sponsors
Today's Sponsor